Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,669 | $60,349-75.7% | $74,184-80.2% | $62,881-76.7% |
| Participation rate | 41.9% | 72.7%-30.8pp | 76.6%-34.7pp | 69.3%-27.4pp |
| Annual return | 12.04% | 21.38%-9.3pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,004 | $2,856-64.8% | $3,550-71.7% | $3,203-68.6% |
| Admin fee / account holder | $129 | $4,261-97.0% | $5,586-97.7% | $4,296-97.0% |